CRPC™, CFP®Request an appointment
Here to act in your best interests
For nearly 20 years, I’ve been a financial planner working with my clients to help analyze how best to plan for all of their major financial goals, most importantly a secure retirement. I had a previous career as an electrical engineer so numbers and analysis are in my DNA. Before that, I had the privilege of serving in the U.S. Navy and the good fortune to travel the world.
Chartered Retirement Planning Counselor™
CERTIFIED FINANCIAL PLANNER™
Bachelor of Science, Pennsylvania State University
Visit one of our Locations
Phoenix I - Phoenix
4742 N. 24th Street
Phoenix, AZ 85016
Phoenix III - Chandler
3100 West Ray Road
Chandler, AZ 85226
Working with us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.